Accounting Software & Services

Flexible technology for companies and nonprofits who
treat people and the planet well

Get a better accounting system in place—
one that will adapt and grow with you for decades

Many organizations need more than stock software in today’s complex world. Modifiable software is often a necessity. It helps with stability, management success, and customer experience to have your financial or inventory management software guide your workflow and exactly match the way you want to work.

1. Your personalized plan

With our expert technology impact assessment, you’ll understand exactly where to prioritize to gain the best benefits and ROI.

2. Your flexible tools

You’ll be 100% free to operate the way you want to, with the most adaptable accounting, fund accounting, ERP and financial management software available.

3. Your trusted partner

We’ll help you with ideas, support, and system improvements as you keep innovating and responding to market changes over the years.

Choose the industry that fits you

Top 2 reasons that distributors decide, “We need new software.”

1. You have new top management

Maybe a son or daughter takes over, or the company is sold. After many years of things at the company being done the same way, the new CEO is ready to make decisions that are pertinent to today’s market, leveraging technology to innovate and improve the workflow.

2. Your volume is up, bringing new requirements

Perhaps a new, large customer requires that you to add EDI capabilities. Or you expand into a regulated market where you must be able to track expiration dates and product sources on a lot basis. Or you need more sophisticated calculations for your purchasing re-order points as your inventory costs rise.

A good place to start is to assess which is most critical to your business:

Maintaining a high quantity or volume without workflow blockages or inconsistencies

Or

Maintaining a high level of quality control over your items (number of steps, decision points, or details and attributes tracked per item) to ensure accuracy

Then, focus your technology budget on the appropriate software and expertise to help you optimize those mission-critical processes.

Don’t spread your software budget evenly across your workflow

Your high-value process is the place to really tailor your system. That’s where it pays to remove all constraints, optimize things, and bolster your ability to innovate and iterate.

In the other areas of your workflow, stick with the standard choices that come with the software. Or add smaller software tweaks just in the places where it will make people’s jobs a lot easier. And for any functions you don’t need, don’t buy them.

We’d look forward to walking your warehouse(s) with you to understand your business. We’ll bring you ideas and recommendations based on our experience with other distributors who were at a similar stage of growth as you are now. Email us with what’s on your mind or give us a call at (410) 561-0778 .

Have you bumped into the limitations of off-the-shelf software?

When a manufacturer is innovative by nature, they innovate not just with products and customer service, but with their internal processes as well.

Examples of special requirements you might have:

You use different units of measurement for purchase vs. manufacture vs. sales, where the logic to sync these up isn’t simple

Your pricing rules vary by customer contract or quote

Your customer buys their own raw goods and materials and you need to track those separately

Your scheduling needs change with the types of jobs you work on

You need to track items by serial number. Or by lot, with full traceability for regulatory compliance.

The trouble is that most software can’t adapt to special requirements like that. Or if it can, it involves a costly, year-long programming project.

Remove your technology constraints

Our specialty is setting up your financial and ERP system to fit your needs.

We use flexible source code software that’s specifically built to encourage any aspect to be changed.

Those little bits of tailoring can make a big difference, allowing you to track and manage things exactly the way you want to.

Once you get used to how easy it is to tweak how things work, you’ll be able to make cost-effective improvements to your system on an ongoing basis to keep ratcheting up your productivity and ease of work. It’s an exciting way to work.

From a single plant to multiple worldwide locations…. from one $2M unit/month to a thousand $2 units/hour:

Our flexible mid-tier systems cover the full range of manufacturing and accounting capabilities. We invite you to begin a conversation with us about your vision for how you want things to work. What brings you to our site today? Email us or call us at (410) 561-0778.

Demonstrate the benefits you’re producing, clean and clear, free of harm to people and planet.

Document compliance for internal and external validation.

What do you wish you could measure and monitor as you focus on making the world better?

We believe that true accounting in business includes social impact assessment. Let’s talk about innovative ways to report on the data that will give actionable insights for your decision making. What aspect of your business are you seeking to improve? Email us or call us at (410) 561-0778.

HR, donor and volunteer databases to make it easy to track current contact info, log communications, and as many other data fields as you want.

Unlimited reporting options offering standard reports plus any type of reports or financial statements you wish. No more piles of spreadsheets.

Adapt to unique needs – Maybe you have an inventory of physical items to track, or delivery routes to optimize, or another process that’s less typical for nonprofits. Those can be integrated into your system too.

We’ll set up reliable financial tools and internal controls to help you optimize the strength of your nonprofit, your connections, and your beneficial impact.

We’d be genuinely thrilled to talk with you no matter how large or small your nonprofit is. Don’t hesitate to reach out to us with your questions. Email us or call us at (410) 561-0778.

Invoice for parts – If you resell items and manage an inventory, use a single system that integrates this with your time billing

A flexible accounting system will give you a consistent operations protocol and ensure that nothing is falling through the cracks.

We’d welcome a conversation about ideas to maximize your profitability without stressing you out. What aspect of your services workflow are you hoping to enhance? Email us or call us at (410) 561-0778.

Billing and payments processing is an option if you’d like to outsource repetitive mailings and collections or have a backup in place

Does your cooperative handle something in a unique way that your members enjoy? No problem. Your new system will fit your service area.

At AIS, we deeply believe in self-reliance, cooperation and the concern for community that cooperatives embody. It would be our pleasure to talk with you. Which aspect of your member services has you looking at new solutions? Email us or call us at (410) 561-0778.

Our clients really benefit from a change to their software when they have a core need like one of these:

1. You have a definedprocess…

Now you want to automate it

You can have a continuously flowing process that really makes things hum. We’ll integrate specialty software with your accounting, eliminate manual steps, remove workarounds, get your data flowing, and help your team brush up on any needed software skills.

2. You have a smooth process…

But something new is happening

You expanded your market and order processing is backlogged. Or you’re bringing payroll in-house. Or you’re adding ecommerce to stay competitive. Sometimes it’s a simple process adjustment. Other times your software has to change; we’ll adapt it to fit to your new requirement

3. You have a simple process…

Yet your software can’t scale up well

Maybe your accounting system is now too cumbersome because you have more transactions. Or you need to comply with new regulations but the software can’t do it. We’ll move you to a terrific mid-tier system that’s affordable and will serve you for many years to come.

4. You have a complex process…

You want it to run really well

You know your business well and have done some process optimization. Now you want a plan for getting to the next new levels of efficiency. We’ll examine your process and help you map out priorities with suggestions, ideas, best practices and options. And we’ll help you get started too.

5. You have an outdated process…

Now someone new is in charge

Does the younger generation of your family business now have the helm? Do you have a new CEO, or maybe you’re the new CEO? New leadership brings new energy and a readiness to modernize, innovate and streamline. We’ll help make your software support your vision.

“The point of accounting is to be mindful of all parts of your operations and appropriately care for them.”

Extra-flexible accounting software

AccountMate is used in over 200 industries for accounting, financial management, workflow management and ERP

With AccountMate, it’s easy to run things exactly the way you want:

Optimize tools for each job

Keep your workflow moving well

Support your unique requirements

Test and tweak your ideas

Get better data to inform your decisions

Handle growth and complexity

Be self-reliant with less risk and more options

AccountMate is completely open, giving you a brilliant ability to dream and innovate anything. At the same time it’s a pragmatic, cost-effective, rock-solid accounting system.

It will serve you well for decades without you having to re-buy a system or throw out your knowledge and experience to move to a new system. You get self-reliance and control, and complete flexibility over when you upgrade.

Choose from a wide variety of modules and add-ons. Buy only what you need, only when you need it.

Examples of add-ons to fit key processes

Service dispatch & route management

Give your drivers optimized routes and schedules on their mobile devices – along with order processing, contact info, inventory lookup, and more.